Customer relationship management often shortens as CRM is an essential strategy for managing your communications and relationships with clients and potential clients. But wouldn’t it be great, if there were some WordPress CRM plugins that you could integrate customer relationship management right into your site?
Luckily, there are five great ones in this WordPress Wednesday that I will be going to go.
Developing a WordPress CRM System with Plugins
You can run a website without using a WordPress CRM plugin, but you won’t get nearly as many benefits. A CRM plugin allows you to collect customer information rapidly. You can then separate your data by customer features and filter clients based on selected attributes.
Most of the WordPress CRM plugins in this post has these functions, and they allow you to understand your clients for customer service and marketing purposes better.
One of many common differences you will find with various WordPress CRM plugins is the availability of automation tools. This alone can help you save time and money by avoiding repetitive processes. Another difference is that other plugins give insights, while others do only the most basic tasks, such as storing information on clients.
1. Zero BS CRM
Zero BS CRM praises itself as a most straightforward and quickest CRM plugin for WordPress out there. The plugin offers expected CRM functionality such as adding custom fields, managing customers, and providing front-end lead forms in addition to online invoicing, a client portal and integration with Zapier.
Pros: Zero BS CRM works on any device, the interface is user-friendly, and beginners have regarded its ease of use. Extra extensions can handle other needs such as email campaigns.
Cons: English and Spanish are the only two supported languages in this plugin, and the best functionality you find in this CRM plugin should be added on its own install of WordPress to ensure compatibility.
Price: Core is free, but these additional extensions such as automations, importing item sales history, mail campaigns and Stripe integration can be purchased.
This great WordPress CRM plugin allows you to create as many records as you need, along with adding your entire workforce to access the client data. Contacts, tasks and projects can be managed directly in the admin area of WordPress. Projects can even be assigned and categorised in WP-CRM System based on how likely a prospect is to make a purchase.
Pros: This plugin got translated into the following languages English, Spanish, Polish or Russian and also it can integrate with Slack, Zendesk and other plugins through added extensions.
Cons: This system is proprietary, so if you wish to extend its functionality without purchasing extensions, you are out-of-luck.
Price: Free, but these additional extensions such as MailChimp sync, client area and Zapier Connect.
3. WP ERP
In addition to CRM, WP ERP also manages your human resource management (HRM) and accounting procedures. Each of these modules can take many entries and your dashboard can be customised with the tool. Emails, meetings, SMS and calls can be scheduled with WP ERP.
Pros: Supports 44 currencies, access permissions can also be defined between users and this plugin also has email communication built in.
Cons: Attaching files or receiving attached files is not that simple as you can find with other plugins.
Price: Free, you can bundle up with the extensions to utilise additional features such as recruitment staff, WooCommerce integration and email campaigning
4. WP Fusion
WP Fusion is a WordPress plugin that allows you to track everything from how often a person clicks a specific link to how long they spend watching a video. It’s an open-source program so that experienced users could add on their extensions. It also integrates with membership, eLearning, and eCommerce tools.
Pros: This CRM plugin allows you to lock content based on your CRM tags you use. Prospects and clients can be tracked based on their behaviours and clicks on your site.
Cons: Supporting numerous sites can become costly, and the add-ons are only available to those who purchase the upgraded versions.
Price: $247.00 per year for Personal, $347.00 for Plus and $540.00 per year for Professional.
HubSpot is an all-in-one growth platform that helps businesses grow better. The platform enables companies to attract better, engage and delight customers. It has plenty of free tools that include CRM, email marketing, live chat and chatbots, ad management, reporting, forms and more.
This free CRM tool gives you everything you need to organise, track, and nurture your leads and customers. It’s 100% free, forever and it will enable you to see absolutely everything about a contact in one place and every interaction is stored in a neat timeline that is including calls, emails, meetings and notes.
You’ll find there is also a native WordPress plugin that makes it as easy as possible to manage your contacts inside of your WordPress admin dashboard.
Pros: HubSpot is easy to use and has integrations with over 300 tools. Having all the data of your contact database in one tool makes your contact management simple, helpful, and actionable.
Cons: If you need advanced reporting or marketing automation, it is not included in the free plan.